Beyond Bulls & Bears

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Alternatives

Sand Piles and Markets

"The markets are decidedly interconnected. We are linked globally in a complex and layered loom of investments, debt, trade, resources, international business, finance and currency.” Brooks Ritchey, K2 Advisors

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Multi-Asset

Fourth-Quarter Hedge Fund Strategy Outlook: K2 Advisors

K2 Advisors seeks to add value through active portfolio management, tactical allocation and diversification across four main hedge strategies: ...

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Multi-Asset

Politics, Policies and Market Resiliency

This year has been one full of uncertainty and surprises on many fronts. While the United States has been embroiled in pre-presidential election ...

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Multi-Asset

US Monetary Policy: It’s Déjà Vu All Over Again

Brooks Ritchey, senior managing director at K2 Advisors®, Franklin Templeton Solutions®, pays homage to the late Yogi Berra in this piece about ...

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Alternatives

Shrugging Along

Since the 2007-2009 global financial crisis, it seems like many markets have gone nowhere but up—most notably in the United States. Brooks ...

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Equity

Optimism, Pessimism and Opportunity

Given that the S&P 500 has been on a tear since 2008, logging double-digit returns in five of the past six years, and US Treasury rates remain ...

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Alternatives

2015 Investment Outlook: Reasons We Still Like Global Equities

We continue to favor equities in emerging Asia over emerging Latin America due to what we view as stronger corporate fundamentals and attractive valuations.

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Alternatives

Portfolio Diversification in the Quantum Age

Brooks Ritchey, Senior Managing Director at K2 Advisors, Franklin Templeton Solutions, examines the merits of portfolio diversification when ...

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Equity

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears

As we approach the final days of the year, major US equity benchmarks appear to be heading toward positive performance for 2014, largely ...

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Alternatives

QE, Parallel Universes and the Problem with Economic Growth

What do quantum mechanics and the theory of relativity have to do with global central bank policy? Years of aggressive central bank policies ...

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Equity

Strategies for Income-Seeking Investors

Many income-seeking investors have traditionally centered their portfolios around government bonds, often failing to consider other asset classes. ...

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Alternatives

Actively Managing for a Less-Correlated World

The 2007-2008 financial crisis and the monetary policy responses that helped to push interest rates in the developed world to historical lows also ...